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Edgestream Partners’s Eversource Energy ES Stock Holding History

Edgestream Partners’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Sell
3,906
-33,442
-90% -$2.32M 0.01% 872
2026
Q1 		$2.59M Buy
+37,348
New +$2.64M 0.08% 434
2025
Q2 		– Sell
-44,788
Closed -$2.78M – 902
2025
Q1 		$2.78M Sell
44,788
-68,655
-61% -$4.1M 0.09% 400
2024
Q4 		$6.52M Buy
113,443
+22,909
+25% +$1.43M 0.28% 79
2024
Q3 		$6.16M Buy
90,534
+9,527
+12% +$616K 0.27% 91
2024
Q2 		$4.59M Buy
+81,007
New +$4.8M 0.22% 146
2023
Q4 		– Sell
-6,775
Closed -$394K – 894
2023
Q3 		$394K Buy
6,775
+1,108
+20% +$73.9K 0.03% 650
2023
Q2 		$402K Buy
5,667
+2,870
+103% +$214K 0.04% 574
2023
Q1 		$219K Buy
+2,797
New +$221K 0.02% 513
2022
Q2 		– Sell
-2,295
Closed -$202K – 539
2022
Q1 		$202K Buy
+2,295
New +$196K 0.02% 517
2021
Q3 		– Sell
-49,236
Closed -$3.95M – 521
2021
Q2 		$3.95M Buy
+49,236
New +$4.15M 0.23% 150
2018
Q4 		– Sell
-30,604
Closed -$1.88M – 245
2018
Q3 		$1.88M Sell
30,604
-10,403
-25% -$637K 0.32% 107
2018
Q2 		$2.4M Sell
41,007
-1,480
-3% -$85.2K 0.49% 69
2018
Q1 		$2.5M Buy
+42,487
New +$2.51M 0.49% 68
2017
Q4 		– Sell
-6,353
Closed -$384K – 100
2017
Q3 		$384K Sell
6,353
-3,180
-33% -$196K 0.2% 83
2017
Q2 		$579K Sell
9,533
-3,775
-28% -$229K 0.22% 74
2017
Q1 		$782K Buy
+13,308
New +$757K 0.34% 67
2016
Q4 		– Sell
-13,597
Closed -$737K – 105
2016
Q3 		$737K Buy
+13,597
New +$767K 0.41% 59

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's ES Position: Q2 2026 in Review

Edgestream Partners reduced its Eversource Energy (ES) stake by 90% in Q2 2026, selling an estimated $2.32M and leaving 3,906 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #872.

Edgestream Partners first reported a position in ES in Q3 2016 and has held it in 18 quarters since. The position peaked at $6.52M in Q4 2024. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Edgestream Partners held 3,906 shares of Eversource Energy worth $282K as of Q2 2026.
  • Edgestream Partners sold 33,442 Eversource Energy shares in Q2 2026, an estimated $2.32M.
  • Eversource Energy made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #872 holding.
  • Edgestream Partners first reported a position in Eversource Energy in Q3 2016 and has held it in 18 quarters since.
  • Edgestream Partners's Eversource Energy position peaked at $6.52M in Q4 2024.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.